Q: Based on your previous answers you seem to have a luke-warm response to Visa as a stock and appear to favor U.S. banks for example over Visa. Can you expand on that preference and what your thoughts are on Visa alone. Folding Visa Europe into the company seems to offer a lot of potential. Do you think the risk of different payment alternatives becoming available puts Visa at too much risk given its relatively expensive multiple. Thanks for your input.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi Peter and team again
I am looking at my SDRIF.
I have TD and RY in this account. TD has grown to a 10% stake, so I am thinking of selling 50%. What replacement do you recommend? BNS or XCI or other.?
I also have VISA in this account that has been flat all year, also being a 10% stake, I can sell 50% or all. Was thinking of SLF, PWF or STB. I would really like to have high yield investments here. Do you have any other high yield investments to recommend?
I understand this account for two questions. No problems.
Thanks
Margita
I am looking at my SDRIF.
I have TD and RY in this account. TD has grown to a 10% stake, so I am thinking of selling 50%. What replacement do you recommend? BNS or XCI or other.?
I also have VISA in this account that has been flat all year, also being a 10% stake, I can sell 50% or all. Was thinking of SLF, PWF or STB. I would really like to have high yield investments here. Do you have any other high yield investments to recommend?
I understand this account for two questions. No problems.
Thanks
Margita
Q: hi, i would like to buy btween via or master card for my finacial side . and i am looking for long tearm. thanks. Alnoor
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Becton Dickinson and Company (BDX $210.02)
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Colgate-Palmolive Company (CL $94.41)
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DR Pepper Snapple Group (DPS)
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Johnson & Johnson (JNJ $239.99)
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3M Company (MMM $172.65)
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PepsiCo Inc. (PEP $170.49)
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Philip Morris International Inc (PM $182.81)
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Stryker Corporation (SYK $358.29)
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Visa Inc. (V $331.58)
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Unilever PLC American Depositary Shares (each representing One) (UL $72.12)
Q: The above group of companies, so called bond proxies medical supply and consumer staples do not seem to be participating in the Trump boost post election. Many have sold off sharply. Do you view this as a buying opportunity?
Q: What's the matter with these very good companies?
Thank you Peter.
Thank you Peter.
Q: Thanks for all the great work and insights you provide.
I would like to buy both of these. I only have enough cash for a full position for one currently. Which would you recommend at this time?
I would like to buy both of these. I only have enough cash for a full position for one currently. Which would you recommend at this time?
Q: Currently hold RY (4.5%) and V (3%). I want to bring my total financial holdings to 15%. Please recommend two companies that would complement the list. Thanks.
Q: Can you please comment on VISA earnings. Can you please clarify when do I qualify for dividend.
I buy stock on ex-dividend date do i get dividend. If not how many days in advance i need to buy inorder to get dividend.
Thanks for the great service.
I buy stock on ex-dividend date do i get dividend. If not how many days in advance i need to buy inorder to get dividend.
Thanks for the great service.
Q: I am aware that you dont follow US stocks as closely as Canadian securities, however I respect your opinion and feel free to respond if you are comfortable with the topic. Visa has lost Walmart Canada as a customer and although it is a small portion of their overall business do you see this as a start of a trend towards lower fees and therefore lower earnings. I have held this stock for several years and have done very well. Should I move on? Thank you.
Q: Hi Peter and 5i Research Team,
Can you please provide your analysis on VISA. There are so many positive factors with Apple iPhone pay and small business simplified payment processes. Can you comment on growth prospects? Do you think its a buy, sell or hold? Thank you. Linda
Can you please provide your analysis on VISA. There are so many positive factors with Apple iPhone pay and small business simplified payment processes. Can you comment on growth prospects? Do you think its a buy, sell or hold? Thank you. Linda
Q: Do you think that now Mastercard is splitting that Visa may follow. Any thoughts on Mastercard as a purchase as I am overweight in Visa?Tha
Q: I would appreciate your opinion on Visa. As you know they announced their earnings yesterday and the stock is down significantly this morning. It is about a 3% position in my portfolio and my average purchase price is $125.00. Your comments would be appreciated. Thanks
Q: What are your thoughts on Visa and Mastercard. I own both and have done very well on both stocks. I would appreciate your opinion. Thanks
Q: Hi there, With Visa having fallen so much lately, would you reconsider your earlier advice that its too expensive? Would this be a good time to buy? Looking for US exposure and growth -- suggestions welcome! Thanks.
Q: Is Visa fully valued or is it still a buy for long term growth? Is there another growth stock you would recommend?
Many thanks for your response.
Many thanks for your response.